Stephanie Felts Stumpf
Investment adviser representative at Wealthcrossing
20 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- WealthcrossingDec 2006 to now
- Sbk Financial, Inc.Mar 2006 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthcrossing
Legal name: Sbk Financial, Inc.
$1.5BAssets managed
267Clients
7Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5217220
- Firm CRD
- 132513